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Sales & Marketing
Merged in a post:
Add ability to associate a Contact to a Company in Mobile App
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Jeff Meziere
when adding or editing a contact from in the mobile app, we currently cannot make an association of the Contact to a Company.
Use Case: sales rep is in the field, adds a new contact, needs to associate that contact to a company, but currently cannot do that from the mobile app and has to get back to the office and make the association from desktop.
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Kyle Carlson
It would also be extremely important to have the ability to create companies within the app.
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Stan Shields
Yes, business name and custom fields
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Keith Besherse
Add custom fields to Add Contact modal.
Still needed:
Re-order the fields (so Custom Fields are ahead of DND).
Scanner needs to recognize and add data to the custom fields.
Entering business name should associate that new contact with the Company (if existing) or create and associate (if not yet present).
Business Card Scanner in LeadConnector - Custom Fields on the Add Contact Form
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Keith Besherse
Business Card Scanner in LeadConnector Custom Fields on the Add Contact Form , https://youtu.be/-xKtbOE5WRA
I think removing the catch all bucket where we could drag the data into fields was a misstep.
Chase Buckner Urvash Singh Nikunj Sharma Andrew Kamide Ryan Howell International Networking Week is 11 days away...
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Keith Besherse
Sales & Marketing RevEx Group Core Platform Shivam HighLevel Will we have a fully functional business card scanner in time for International Networking Week 2027?
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Keith Besherse
Core Platform Sales & Marketing RevEx Group Shivam HighLevel
We are so close on this one! Could we get it finished so we can move on to other projects? Please! Ideas Board Finds: business card scan import vcf, https://youtu.be/irRxmmtpTRM
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Brandon Middleton
Vited! Thanks Keith Besherse for letting me know I'm not the only one :)
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Keith Besherse
For sure! Daniel Ndaya you are correct.
I added Business Name and Website to my Add Contact on desktop. The mobile app needs to have those fields too.
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Keith Besherse
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Keith Besherse
Shivam HighLevel Pooja Sanandia Chase Buckner Varun Vairavan, you have not made a business card scanner. You have made a contact card scanner. Without the business name field it isn’t a business card scanner. It must have business name. Preferably also website and a catch-all field plus notes.
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Keith Besherse
Core Platform Sales & Marketing RevEx Group What do we need to do to get a business card scanner?
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Keith Besherse
Shivam HighLevel Chase Buckner
Please merge this new version: https://ideas.gohighlevel.com/automations/p/create-a-business-card-scanner